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Implantación Del Enterprise Resource Planning Dolibarr Y Su Influencia En La Gestión Del Proceso De Ventas De La Empresa Gráfica Real S.A.C”

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Implantación Del Enterprise Resource Planning Dolibarr Y Su Influencia En La Gestión Del Proceso De Ventas De La Empresa Gráfica Real S.A.C” FACULTAD DE INGENIERÍA Carrera de Ingeniería Empresarial “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO DE VENTAS DE LA EMPRESA GRÁFICA REAL S.A.C” Tesis para optar el título profesional de: INGENIERA EMPRESARIAL Autor: Bach. Ocampo Requena, María Fernanda Asesor: Mg. Ing. Segundo Edwin Cieza Mostacero Trujillo - Perú 2018 Ocampo Requena, Maria Fernanda “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” ACTA DE AUTORIZACIÓN PARA SUSTENTACIÓN DE TESIS El asesor Mg. Ing. Segundo Edwin Cieza Mostacero, docente de la Universidad Privada del Norte, Facultad de Ingeniería, Carrera profesional de Ingeniería Empresarial, ha realizado el seguimiento del proceso de formulación y desarrollo de la tesis del estudiante: • Ocampo Requena, María Fernanda Por cuanto, CONSIDERA que la tesis titulada: “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO DE VENTAS DE LA EMPRESA GRÁFICA REAL S.A.C para aspirar al título profesional de: INGENIERA EMPRESARIAL por la Universidad Privada del Norte, reúne las condiciones adecuadas, por lo cual, AUTORIZA al o a los interesados para su presentación. _____________________________________ Mg. Segundo Edwin Cieza Mostacero Ocampo Requena, Maria Fernanda Pág. 2 “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” ACTA DE APROBACIÓN DE LA TESIS Los miembros del jurado evaluador asignados han procedido a realizar la evaluación de la tesis de los estudiantes: Ocampo Requena, María Fernanda para aspirar al título profesional con la tesis denominada: “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO DE VENTAS DE LA EMPRESA GRÁFICA REAL S.A.C” Luego de la revisión del trabajo, en forma y contenido, los miembros del jurado concuerdan: ( ) Aprobación por unanimidad ( ) Aprobación por mayoría Calificativo: Calificativo: ( ) Excelente [20 - 18] ( ) Excelente [20 - 18] ( ) Sobresaliente [17 - 15] ( ) Sobresaliente [17 - 15] ( ) Bueno [14 - 13] ( ) Bueno [14 - 13] ( ) Desaprobado Firman en señal de conformidad: Mg. Nelson Antonio Ángeles Quiñones Presidente Mg. Odar Roberto Florián Castillo Jurado Mg. Juan Miguel Deza Castillo Jurado Ocampo Requena, Maria Fernanda Pág. 3 “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” DEDICATORIA A Dios. A mis padres por brindarme la oportunidad y el apoyo a lo largo de la carrera universitaria. Ocampo Requena, Maria Fernanda Pág. 4 “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” AGRADECIMIENTO A la imprenta editora Gráfica Real SAC por permitir trabajar con ella y brindarme la información necesaria. A mis padres ser un soporte siempre. A mi asesor, por el esfuerzo, sabiduría y tiempo dedicado. A la Universidad Privada del Norte por los conocimientos aprendidos. Ocampo Requena, Maria Fernanda Pág. 5 “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” TABLA DE CONTENIDOS ACTA DE AUTORIZACIÓN PARA SUSTENTACIÓN DE TESIS ..................................... 2 ACTA DE APROBACIÓN DE LA TESIS .......................................................................... 3 DEDICATORIA ................................................................................................................. 4 AGRADECIMIENTO ......................................................................................................... 5 ÍNDICE DE TABLAS ........................................................................................................ 7 ÍNDICE DE FIGURAS ....................................................................................................... 9 CAPÍTULO I. INTRODUCCIÓN .......................................................................................14 CAPÍTULO II. METODOLOGÍA .......................................................................................60 CAPÍTULO III. RESULTADOS ........................................................................................62 CAPÍTULO IV. DISCUSIÓN Y CONCLUSIONES .......................................................... 159 ANEXOS ....................................................................................................................... 168 Ocampo Requena, Maria Fernanda Pág. 6 “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” ÍNDICE DE TABLAS Tabla 1 Operacionalización de Variable Independiente: Enterprise Resource Planning ...58 Tabla 2 Operacionalización de Variable Dependiente: Gestión del proceso de ventas ....59 Tabla 3: Mapa de Procesos .............................................................................................67 Tabla 4: Principales clientes de la imprenta Gráfica Real SAC ........................................68 Tabla 5: Principales productos de la imprenta Gráfica Real SAC .....................................72 Tabla 6: Problemas relacionados con el área de ventas de la imprenta Gráfica Real SAC ........................................................................................................................................89 Tabla 7: Medición de Indicadores para el proceso de ventas Pre Implantación ...............90 Tabla 8: Cuadro Comparativo de ERP's ..........................................................................92 Tabla 9: Cuadro comparativo de ERP's ...........................................................................93 Tabla 10: Metodología para implantación del ERP Dolibarr ............................................94 Tabla 11: Principales funciones de cada integrante .........................................................95 Tabla 12: Inventario de Activos ........................................................................................97 Tabla 13: Análisis de Riesgos ..........................................................................................98 Tabla 14: Gestión de Riesgos ..........................................................................................99 Tabla 15: Valoración de Impacto ................................................................................... 101 Tabla 16: Valoración de Probabilidad ............................................................................ 101 Tabla 17: Valoración de Riesgos ................................................................................... 102 Tabla 18: Tabla de Impacto por Probabilidad ................................................................. 102 Tabla 19: Cronograma de implantación del ERP Dolibarr .............................................. 105 Tabla 20: Comparación de servidor físico y servidor web .............................................. 107 Tabla 21: Cuadro comparativo con ponderados sobre tipo de servidores ...................... 108 Tabla 22: Requerimientos del ERP Dolibarr ................................................................... 109 Tabla 23: Fases de Instalación Dolibarr ......................................................................... 118 Tabla 24: Características del Hosting adquirido ............................................................. 124 Tabla 25: Costos de Software ........................................................................................ 144 Tabla 26: Costos de Hardware ...................................................................................... 144 Tabla 27: Costos de recursos humanos ......................................................................... 144 Tabla 28: Costos de recursos materiales ....................................................................... 144 Tabla 29: Costo de capacitaciones ................................................................................ 145 Tabla 30: Costos de energía .......................................................................................... 145 Tabla 31; Gestión del proceso de ventas post implantación........................................... 147 Tabla 32: Resultados encuesta de satisfacción post implantación ................................. 148 Ocampo Requena, Maria Fernanda Pág. 7 “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” Tabla 33: Variable Independiente Post Implantación del ERP Dolibarr .......................... 149 Tabla 34: Variable Dependiente Post Implantación del ERP Dolibarr ............................ 151 Tabla 35: Comparación Gestión del Proceso de Ventas Pre y Post Implantación .......... 154 Ocampo Requena, Maria Fernanda Pág. 8 “IMPLANTACIÓN DEL ENTERPRISE RESOURCE PLANNING DOLIBARR Y SU INFLUENCIA EN LA GESTIÓN DEL PROCESO” DE VENTAS DE LA EMPRESA “GRÁFICA REAL S.A.C” ÍNDICE DE FIGURAS Figura 1: Los ERP en el Back Office ................................................................................28 Figura 2: Arquitectura básica de un sistema ERP ............................................................30 Figura 3: Plataforma ODOO 1 ..........................................................................................37 Figura 4: Plataforma ODOO 2 ..........................................................................................38
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